CWS

Cypress Wealth Services Portfolio holdings

AUM $611M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.4M
3
+$22.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.88%
2 Communication Services 3.99%
3 Consumer Discretionary 3.41%
4 Industrials 2.67%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$307K 0.07%
+1,380
202
$307K 0.07%
+37,300
203
$303K 0.07%
+854
204
$302K 0.07%
+10,219
205
$301K 0.07%
+5,123
206
$300K 0.07%
+4,847
207
$300K 0.07%
+12,376
208
$297K 0.07%
+1,506
209
$297K 0.07%
+33,443
210
$295K 0.07%
+5,191
211
$292K 0.07%
+1,108
212
$292K 0.07%
+16,000
213
$283K 0.06%
+11,508
214
$282K 0.06%
+20,345
215
$278K 0.06%
+2,113
216
$277K 0.06%
+1,373
217
$276K 0.06%
+1,301
218
$275K 0.06%
+5,387
219
$274K 0.06%
+12,112
220
$272K 0.06%
+1,218
221
$267K 0.06%
+10,275
222
$266K 0.06%
+31,557
223
$264K 0.06%
+2,724
224
$263K 0.06%
+6,565
225
$262K 0.06%
+1,632
7 8
9
10 11